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ALIGNED ADVISORS
CRD 173796
1696 ORD WAY, OCEANSIDE, CA, 92056, United States
Phone
858-752-7179
Fax
858-752-7179
Registration
— (—)
Source
State registered
Total AUM
$29.0M
Discretionary AUM
$0
Team
6 total employees; 2 advisory reps; 56 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; FLAT FEE FOR THE COLLECTION AND ORGANIZATION OF FINANCIAL INFO
Org form
Corporation
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $29.0M |
All web addresses on file
Official SEC filing: View on IAPD